Specialist, Goals Driven Wealth Management
About The Position
The Regional Director supports the growth and success of Advisory, Investment, Banking, and Sales partners through coaching, training, and guidance on client engagement, relationship management, and sales effectiveness. The role drives behavior change and promotes a growth-oriented culture, helping advisors adopt practices that strengthen client relationships, improve prospecting, and deliver exceptional service. The position is the regional primary stakeholder for execution and adoption of Goals Driven Wealth Management (GDWM) and the GPS platform. It also supports delivery of Northern Trust’s wealth management value proposition through GPS and Private Passport, develops resources to support advisor success, and gathers stakeholder feedback to inform process improvements and digital solutions.
Requirements
- Bachelor’s degree in Finance, Business, Marketing, or a related field.
- At least 5 years of experience in wealth management, financial advisory, or sales coaching.
- Proven ability to influence and drive behavioral change within teams.
- Excellent communication, presentation, and interpersonal skills.
Nice To Haves
- Experience in training or coaching roles within financial services.
Responsibilities
- Conduct individual and team coaching to improve advisor communication, client acquisition, and retention skills and foster continuous growth.
- Lead regional execution and adoption of GDWM and the GPS platform, developing in-depth knowledge of the business unit or function and subject matter expertise in GDWM and GPS, including the Pacing Model and features not specific to GDWM.
- Help advisors implement prospecting and consultative revenue-generating techniques to expand their practices and adopt a growth mindset.
- Facilitate workshops on client relationship management, goal-setting, and business development strategies that encourage behavioral change.
- Track advisor progress against development plans and provide actionable feedback to reinforce desired behaviors and outcomes.
- Partner with leadership to embed growth-oriented behaviors into team practices and development programs.
- Support delivery of the wealth management value proposition through GPS and Private Passport digital capabilities.
- Create and maintain training materials, playbooks, and best-practice guides that support behavioral change and advisor success.
- Gather and share stakeholder insights to inform and refine process improvements and digital solutions.
- Highlight and elevate advisor success stories across the Practice.
Benefits
- Retirement benefits, including a 401(k) and pension.
- Medical, dental, and vision benefits.
- Spending accounts and disability benefits.
- Paid time off.
- Parental and caregiver leave.
- Life and accident insurance.
- Other voluntary and well-being benefits.
- Discretionary bonus program that may include an equity component.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
